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Get Ready for Open Enrollment

Open enrollment is a busy time of year, but it shouldn’t be stressful for you and your team. We’ve prepared the resources and information you need to remove the complexity and manual work often associated with open enrollment. Leverage tools like Paycor Engage and our open enrollment letter template to communicate your process with employees. Keep scrolling for more resources, timelines, FAQs, templates, and more!

Through Paycor, we can customize the employees’ open enrollment experience. Adding descriptive plan materials in the right sections and with real-time calculation of costs, employees can make good decisions efficiently and without additional support. For a small HR department, this allows us to focus on better service and targeted communication and spend less time troubleshooting issues.”

Gary Bossert | Benefits & Compensation Manager, Luihn VantEdge Partners, LLC

Open Enrollment Prep

Open enrollment is the time of year HR leaders and employees dread the most. But it doesn’t have to be. Using these resources will help you plan ahead, remove complexity and provide clarity for you and your employees.

Please continue to work with your designated OE consultant to complete any updates needed throughout the OE process.

Open Enrollment & EDI Timelines 

The open enrollment process can be challenging, and it involves a lot of demanding work, so you want to make sure you don’t miss out on important deadlines. Download our milestone chart to help you get from kickoff to launch.

Benefit Deductions

Once we have finalized all open enrollment configuration updates, we find it helpful to utilize reporting and communication functionality to help you track enrollment progress. In this section you’ll find, information on how you can add new deductions, review current deductions and more.

Open Enrollment Wizard Eligibility

With Paycor’s Open Enrollment Wizard, you get a step-by-step guide that keeps you in control of updating your benefit plans and timelines. Eligibility will be determined by your OE Consultant upon receipt of the Open Enrollment Changes and Expectations Form. The OE Wizard offers many benefits including:

  • Complete control to prepare for Open Enrollment on your own schedule, 24/7
  • Eliminates the need to complete the dreaded plan and rate requirement documents
  • Customized guidance throughout the tool based upon your specific needs
  • Checks and balances to help you avoid common setup mistakes
  • Comprehensive testing functionality before launching the Open Enrollment

To find out if you’re eligible to use the OE Wizard and to complete the required training before you begin, click the links below.

Employee Readiness

Open enrollment happens every year, but it shouldn’t be a stressful time for you and your team. We’ve prepared the resources and information you need to streamline employee communications and get your workforce ready to review and select their benefits.

Leverage tools like the Paycor Engage and this customizable Open Enrollment letter to keep your employees informed about all Open Enrollment updates

What Brokers Needs to Know

If you work with a healthcare broker during open enrollment, click on the link below to make sure they stay informed.

Man and woman talking over a laptop

Open Enrollment Reports and Access

We know there’s a lot to keep track of during Open Enrollment. Here you’ll find instructions for gathering information on census reporting, benefits elections, complete and incomplete enrollments, and more. These reports will help you stay organized throughout OE season.

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Featured Resources

The HR COE is an action plan based on Paycor’s proprietary data and research. Think of it as your roadmap to achieving HR excellence in talent management, workforce management, benefits and the employee experience.